Create Projects

Information

• There are two different options to create Projects in PLANTA pulse:

Procedure 1

• Open the Projects panel and click the button.

• In the pop-up window, enter a title and a project key for the project.

  • The project key pattern can be edited in the Administration panel → Projects tab → Project Key.

  • If needed, enter a description.

  • In the Enable Linking of Boards and Cards listbox, select whether boards and cards can be linked on other boards in this project.

    • This listbox is only displayed if the parameter of the same name in the Administration panel has been activated.

  • In the Enable Workflows listbox, select whether workflows can be used in this project.

    • This listbox is only displayed if the parameter of the same name in the Administration panel has been activated.

  • The Enable Related Cards listbox is activated by default and defines whether cards in the project can be added as subtasks or parent tasks of other cards.

  • Click Save.

  • In the Configure Project Members pop-up window, add the required members to the project.

    • By default, the creator of a project is added as project admin.

    • If needed, the project admin can be changed.

    • In every project, there needs to be at least one project admin.

  • After editing the project members, close the pop-up window.

• As long as the creator of the project is still a member of the project, the project is displayed in the My Projects list and is opened.

Procedure 2

• Switch to the Administration panel → Projects tab and click the button.

• In the pop-up window, enter a title and a project key for the project.

  • The project key pattern can be edited in the Administration panel → Projects tab → Project Key.

  • If needed, enter a description.

  • In the Enable Linking of Boards and Cards listbox, select whether boards and cards can be linked on other boards in this project.

    • This listbox is only displayed if the parameter of the same name in the Administration panel has been activated.

  • In the Enable Workflows listbox, select whether workflows can be used in this project.

    • This listbox is only displayed if the parameter of the same name in the Administration panel has been activated.

  • The Enable Related Cards listbox is activated by default and defines whether cards in the project can be added as subtasks or parent tasks of other cards.

  • Click Save.

  • In the Configure Project Members pop-up window, add the required members to the project.

    • By default, the creator of a project is added as project admin.

    • If needed, the project admin can be changed.

    • In every project, there needs to be at least one project admin.

  • After editing the project members, close the pop-up window.

• The new project is inserted in the table.